Jack O Sheets, CLU®

Wealth Management Advisor

My Team

As a wealth management advisor for Northwestern Mutual, Jack Sheets is committed to helping his clients, whether they are concerned for their own financial needs or those of their family or business. When you became a client, you placed your trust in him to help make your vision a reality. Jack honors that trust with the help of his expert and effective staff. In order to give clients the level of service they expect and deserve, Jack finds it vital to have a professional, yet personable, team. His team consists of Alycia Zembruski and Matthew Witbeck.

Together, Jack Sheets and his team stand committed to providing the best client service possible. If  you have a problem or need assistance at any time, please let us know.
 

 

 

Alycia Zembruski

Associate Financial Representative
Office 312-789-5941

Alycia Zembruski has been a part of Jack O. Sheet’s team since April of 2016. Aly works out of the Northwestern Mutual Chicago Office remotely for Jacks team. She graduated from the University of Missouri-Kansas City with a B.A. degree in Communication Studies and Journalism, while competitively playing softball at the Division I Collegiate level. Alycia has her Texas and Illinois license for Life, Health, Long Term Care, and Variable Annuities and is expanding her knowledge of the financial industry to help clients achieve their various financial needs. In her spare time, she enjoys spending time with family and friends, traveling, and working out.

How can Aly help you?

  •  Create comprehensive Financial Plans for the personal needs and retirement goals of our client’s
  •  Education planning
  •  Develops customized presentation and illustration materials for existing clients
  •  Processing application submission
  •  Monitoring and guiding clients through the underwriting process to ensure efficiency
  •  Assisting client’s with paperwork on insurance policies and investment accounts
 

Matthew Witbeck

Associate Financial Representative
Office 972-663-7372

Matthew Witbeck joined Jacks team in March of 2020. He holds the Series 7 and 63 Licenses, as well as his Texas license for Life, Health, Long Term Care, and Variable Annuities. Prior to joining the financial industry, Matthew worked with families in crisis at a leading residential therapeutic program in North Georgia. He earned his degree in marketing from Mississippi State University in his hometown of Starkville, while playing soccer for the Mississippi State Men’s Club team. Matthew continues to enjoy playing and coaching when he is blessed with the opportunity.

How can Matthew help you?

  • Setting up Investment accounts for clients
  • Scheduling annual investment and insurance reviews
  • Assistance with client information and accounts
  • Processing application submission
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck